See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,349 | $65,365-30.6% | $92,893-51.2% | $72,985-37.9% |
| Participation rate | 48.3% | 68.3%-20.0pp | 76.0%-27.7pp | 69.5%-21.2pp |
| Annual return | 19.94% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,492 | $2,594-42.5% | $3,653-59.1% | $2,440-38.8% |
| Participant deferral / active EE | $4,148 | $3,128+32.6% | $4,236-2.1% | $3,607+15.0% |
| Admin fee / account holder | $26 | $4,251-99.4% | $5,794-99.6% | $5,124-99.5% |